Dividend Assets Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Dividend Assets Capital’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,928	Closed	-$52K	–	390
2023 Q4	$52K	Buy	+3,928	New	+$46.7K	0.01%	257

Other funds holding DOC

CIBC World Markets New York $20.8B AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Dividend Assets Capital's DOC Position: Q1 2024 in Review

Dividend Assets Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 3,928 shares — an estimated $52K sold.

Dividend Assets Capital first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $52K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Dividend Assets Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 3,928 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $52K.
Dividend Assets Capital first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
Dividend Assets Capital's PHYSICIANS REALTY TRUST position peaked at $52K in Q4 2023.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.